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A true competitive advantage
Law firm Zarwin Baum’s embrace of generative AI as the natural next step in the evolution of legal work and their adoption of CoCounsel Legal has helped them achieve remarkable efficiency gains and improved client relationships.
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Workflow transformation drives impact
Brinks, a global leader in secure logistics and security solutions, used CoCounsel to reimagine what was possible with AI tools, turning legal challenges into a competitive advantage.
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A better auditing workflow solution was the answer to multiple challenges faced by The Mercadien Group. Find out how they achieved greater efficiency by embracing Cloud Audit Suite.
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CoCounsel Legal
Transform your work with the only AI legal solution uniting research, drafting, and document analysis in a single experience. Designed by legal experts and built on trusted content and advanced AI, CoCounsel Legal accelerates multistep work so you can better serve your clients and grow your business.
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CoCounsel Tax
Transform your tax practice with CoCounsel Tax, an AI-powered assistant that combines trustworthy answers, automation, and firm knowledge into one seamless platform. Enhance efficiency, reduce risk, and improve client confidence with CoCounsel Tax.
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CLEAR
Powerful software designed for law enforcement, compliance, risk, and fraud investigators. Conduct thorough investigations with ease using our intuitive online investigation software. Efficiently, prevent, detect, and solve crime.
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2026 SKILLS showcase
Join weekly sessions to experience in-depth demonstrations of the leading legal AI products while connecting with strategic law firm leaders in knowledge management, innovation, and AI.
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Ghosts on the ledger
Payroll fraud is a major compliance risk. Learn how payroll analytics and AI-powered tools can help exorcise phantom employees and employers.
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Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
SurePrep + CCH Axcess Tax = end-to-end efficiency
Integrate 1040SCAN and SPbinder with CCH Axcess Tax to streamline your 1040 tax process
Automate your 1040 workflow
About the integration
Connect 1040SCAN and SPbinder with CCH Axcess Tax for a more efficient tax workflow. This integration helps firms manage data gathering, preparation, and review within existing systems, reducing manual steps and improving overall process consistency.
The SurePrep and CCH Axcess Tax integration enables firms to:
- Maintain their current tax software ecosystem while adding automation tools
- Adapt workflows to specific needs without major system changes
- Improve collaboration and reduce review time through streamlined processes
Work paper preparation
1040SCAN processes documents to eliminate binder assembly and data entry. It extracts data from source documents using optical character recognition (OCR), verifies data for accuracy, and organizes tax workpapers into a standardized index.
Data review
1040SCAN routes the exported data and standardized index into SPbinder, which generates lead sheets displaying color-coded variances between the binder data and the software’s calculations. Once the data is edited and finalized, it takes one click to export it back to your tax software.
What firms have experienced with SurePrep
SurePrep has helped me become a more efficient tax preparer and it just leads to overall, a more efficient tax prep process.
Samantha Sutton
Senior Planning Associate – Clearstead Advisors, LLC
When I evaluated SurePrep and saw the differences compared to what we had, I felt like it would be a disservice not to implement it.
Leah DiGregorio
Partner, Hoffman, Stewart & Schmidt, P.C.
Your scanning software, your OCR does an unbelievable job with a native PDF. The software’s unbelievable. I think it’s the best thing I’ve seen.
Michael Weinberg
President and Founder, WISE Financial Advisors
Let’s talk
See the difference for yourself
Our product experts are happy to walk you through the SurePrep process with CCH Axcess Tax firsthand. Schedule a no-obligation demo to see what your workflow has been missing.
- CCH Axcess is a registered trademark of CCH Incorporated, a Wolters Kluwer business.
- Lacerte is a registered trademark of Intuit Inc.